Institutional Ownership Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX). We have compiled data on the 183 institutions that hold shares in the stock, with a total of 3.92 Million shares, which have been reported (via 13F filing form) to have a value of $424 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
9
shares
|
$971
0.0% of portfolio
|
Q3 2024
Reduced 18.18%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
8
shares
|
$863
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
8
shares
|
$863
0.0% of portfolio
|
Q2 2023
Added 14.29%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
8
shares
|
$863
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
7
shares
|
$755
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
4
shares
|
$431
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
3
shares
|
$323
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
1
shares
|
$107
0.0% of portfolio
|
Q3 2024
New holding
|